Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / NYLI MERGER ARBI
-
Number of holders
-
81
-
Total 13F shares, excl. options
-
4,488,607
-
Shares change
-
+266,602
-
Total reported value, excl. options
-
$161,132,120
-
Value change
-
+$9,591,016
-
Number of buys
-
36
-
Number of sells
-
-37
-
Price
-
$35.90
Significant Holders of NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA) as of Q3 2025
85 filings reported holding MNA - NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI as of Q3 2025.
NEW YORK LIFE INVESTMENTS ET - NYLI MERGER ARBI (MNA) has 81 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,488,607 shares
.
Largest 10 shareholders include NEW YORK LIFE INVESTMENT MANAGEMENT LLC (770,490 shares), MORGAN STANLEY (695,365 shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (547,291 shares), ENVESTNET ASSET MANAGEMENT INC (281,763 shares), OPPENHEIMER ASSET MANAGEMENT INC. (267,723 shares), AMERIPRISE FINANCIAL INC (189,723 shares), Equitable Holdings, Inc. (141,680 shares), ASPIRIANT, LLC (141,658 shares), LPL Financial LLC (109,049 shares), and B. Riley Wealth Advisors, Inc. (108,804 shares).
This table shows the top 81 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.